SG Financial Group, LLC

Overview

SG Financial Group, LLC is a small, privately held limited liability company that operates as a non‑independent retail registered investment adviser. The firm reports acting as a capital allocator and serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting other investment advisers or external managers on clients’ behalf. Compensation comes via a mix of AUM‑based fees and fixed fees. The firm does not identify as an active ESG investor and is not a multistate or newly formed adviser. An industry affiliation with a law firm is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives